What are the responsibilities and job description for the Premier Customer Service Representative - Bilingual position at Ubiquity?
Job Overview
We are seeking a highly motivated and bilingual Premier Customer Service Representative to join our dynamic financial services team. This role is ideal for individuals with strong client service skills, industry knowledge of financial regulations, and the ability to communicate effectively in both English and Spanish. The successful candidate will serve as a key point of contact for clients, providing exceptional support while ensuring compliance with banking and financial industry standards. This position offers an opportunity to develop expertise in financial sales, fraud prevention, and banking regulatory compliance within a fast-paced environment providing top tier service to premiere card holders
Duties
- Engage with clients via phone, email, and chat to address inquiries related to premiere credit card products and services
- Assist clients with account management, data entry, and transaction processing while maintaining accuracy and confidentiality
- Provide expert guidance on financial products, including credit cards and promoting appropriate solutions based on client needs
- Identify and prevent potential fraud activities by monitoring transactions and analyzing account activity
- Ensure compliance with industry regulations and banking policies during all client interactions
- Document client interactions thoroughly within CRM systems, maintaining detailed records for future reference
- Educate clients about financial regulations, security protocols, and best practices to enhance their understanding of industry standards
- Collaborate with cross-functional teams to resolve complex issues efficiently and improve overall customer experience
Skills
- Fluency in English and at least one additional language (bilingual - Spanish) is required
- Proven experience in client services within the financial or banking industry
- Strong knowledge of financial regulations, compliance standards, and fraud detection techniques
- Excellent communication skills with the ability to explain complex concepts clearly and professionally
- Proficiency in data entry systems, CRM platforms, and technical tools relevant to customer service roles
- Demonstrated ability to analyze information critically and provide tailored solutions to clients
- Sales aptitude with experience in financial product promotion is a plus
- Industry knowledge of banking regulatory compliance and financial services best practices
- Ability to handle high-volume inquiries while maintaining attention to detail and professionalism
- Proven experience in providing white glove service to clients
This role is designed for individuals committed to delivering outstanding client service while adhering to strict industry standards. Candidates should possess a proactive attitude, excellent communication skills, and a passion for helping clients navigate their financial needs effectively.
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k) 3% Match
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Referral program
- Retirement plan
- Vision insurance
- Wellness program
Work Location: In person
Salary : $18 - $20